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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,281 | $89,364-2.3% | $141,177-38.2% | $72,983+19.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 13.91% | 111.86%-98.0pp | 71.40%-57.5pp | 81.01%-67.1pp |
| Employer contribution / active EE | $4,714 | $3,115+51.3% | $4,736-0.5% | $2,440+93.2% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $862 | $5,959-85.5% | $10,263-91.6% | $5,124-83.2% |